Organization Report
From Adjutant Wiki
Default Menu Location
Reports >> Address Book >> Organization Report
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General Description
The Organization Report displays information about the organizations (customers, vendors, prospects, locations, etc) in your system.
Filters
Organization Name: The name of the company you want to search for. Leave this field blank to search all.
From this screen you can choose to include or omit the following information on the report:
Report screen with the Attributes Option
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- Address Line
- Contact Person
- Contact Information
- Parent Organization
- Child Organization
- People
- Attributes Line
- Salesperson
- Account Manager
- Accounting Links
How To Print a List of Vendors
To print a list of your vendors, click the Choose from List radio button next to Org Attributes.
Select SOLDFROM from the list and then click the SAVE button. Click Output to run the report.
Print a List of Customers
To print a list of your customers, click the Choose from List radio button next to Org Attributes.
Select SOLDTO from the list and then click the SAVE button. Click Output to run the report. [[Category: